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BOK Financial Private Wealth’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

BOK Financial Private Wealth’s Portfolio GOF Stock Details GOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,000
Closed -$51.2K – 495
2023
Q4 		$51.2K Buy
+4,000
New +$52.2K ﹤0.01% 242

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BOK Financial Private Wealth's GOF Position: Q1 2024 in Review

BOK Financial Private Wealth sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2024, closing a stake of 4,000 shares — an estimated $51.2K sold.

BOK Financial Private Wealth first reported a position in GOF in Q4 2023 and held it in 1 quarter. The position peaked at $51.2K in Q4 2023. 141 funds tracked by Wall St. Rank hold GOF as of Q1 2024.

  • BOK Financial Private Wealth reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 4,000 Guggenheim Strategic Opportunities Fund shares in Q1 2024, an estimated $51.2K.
  • BOK Financial Private Wealth first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2023 and held it in 1 quarter.
  • BOK Financial Private Wealth's Guggenheim Strategic Opportunities Fund position peaked at $51.2K in Q4 2023.
  • 141 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2024.

Based on BOK Financial Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.